Portfolio Update – Q3 2025
Our public portfolio is up +11.5% absolute and +13% vs BTC over the past 2 months.
Below is an overview of the core themes driving our portfolio’s outperformance during a relatively choppy period for BTC:
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Our public portfolio is up +11.5% absolute and +13% vs BTC over the past 2 months.
Below is an overview of the core themes driving our portfolio’s outperformance during a relatively choppy period for BTC:
| A guest post by
|